Archive for December 2019
Santa’s 2019 Estate Planning Naughty or Nice List
By Steven J. Oshins, Esq., AEP (Distinguished) Have you been naughty or have you been nice in 2019? This article is directed towards all estate planners, including attorneys, accountants, trust officers, life insurance agents and financial planners. This will help you decide whether you’re been naughty or you’ve been nice. Summary If you’re an estate…
Read MoreAre You (or Have You) Drafted IRA Trusts? You Better Make Sure You Do THIS!
By Kristina Schneider, Practice Success Coach As you may be aware, the SECURE Act threatened to reduce the IRA beneficiary stretchout from life expectancy to only 10 years. However, after passing through the House in late May, it has yet to pass through the Senate. It’s still unclear if and when it may get passed…
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